Just sent my first quote to my first potential client! They have at least a full years worth of books to clean up! Any tips for getting started on 1200+ transactions?
I’d go from oldest to newest and ask the client for monthly bank statements to line things up as you go. Close month to month and reconcile as you go. Just me, he may answer differently
Basically as you reconcile generate an income statement and balance sheet for the given month (bs is ytd and is is monthly) to make sure things make sense too.
I LOVED this one. I bookkeep in QBO but still not 100% well versed in the software. The little nuggets of info here really helped-especially how to deal with duplicates. Thank you
Is the ProAdvisor certification necessary to attract clients if I have basic knowledge of bookkeeping skills in QBO? I'm wondering if I fail the exam, knowing that I won't be able to take it again for 60 days, if that'll get in the way of my business picking up.
Which type of QuickBooks Online subscription do you have to manage all of these clients? Also, do you have the client create an account for you for all of their bank accounts, so you can manage them in QB or do you have them go into their QB account and sign in themselves to keep things more secure for them?
Thanks again for these videos. So, so helpful. Do you ever have a new client that doesn't have a dedicated business bank account, but instead uses their personal account? And would you still take them as a client, or insist they get a dedicated account? Thanks for your help!
Another VERY helpful thing to possibly show for the quoting process is how you go in and FILTER all transactions for the last 3 months for each or all accounts at once for the quoting process. I have a few ways that I do it but am wondering how YOU do it so that I can see how others do it as well.
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Just sent my first quote to my first potential client! They have at least a full years worth of books to clean up! Any tips for getting started on 1200+ transactions?
I’d go from oldest to newest and ask the client for monthly bank statements to line things up as you go. Close month to month and reconcile as you go.
Just me, he may answer differently
Basically as you reconcile generate an income statement and balance sheet for the given month (bs is ytd and is is monthly) to make sure things make sense too.
Start from the top! But seriously, there is no shortcut. Just start recording transactions.
I LOVED this one. I bookkeep in QBO but still not 100% well versed in the software. The little nuggets of info here really helped-especially how to deal with duplicates. Thank you
Thanks for watching!
Do you have any book recommendations for bookkeepers? Any good reads for those of us new to the business?
I'm not much of a book reading kind of guy, I'm sorry!
@@BookkeepingExpert no problem! All the content you have is great!
Is the ProAdvisor certification necessary to attract clients if I have basic knowledge of bookkeeping skills in QBO? I'm wondering if I fail the exam, knowing that I won't be able to take it again for 60 days, if that'll get in the way of my business picking up.
No, it's not necessary, but it helps.
Which type of QuickBooks Online subscription do you have to manage all of these clients? Also, do you have the client create an account for you for all of their bank accounts, so you can manage them in QB or do you have them go into their QB account and sign in themselves to keep things more secure for them?
quickbooks.intuit.com/accountants/products-solutions/accounting/online/
Thanks again for these videos. So, so helpful. Do you ever have a new client that doesn't have a dedicated business bank account, but instead uses their personal account? And would you still take them as a client, or insist they get a dedicated account? Thanks for your help!
Yes & no 😆 i might work with them, but i would strongly recommend that they start separating them
Awesome! Thank you. What do mostly use excel for?
I use it for a lot of different things
Awesome content bruh! Very helpful
Glad it was helpful!
Where can I find opportunities to gain hands-on bookkeeping experience and potentially volunteer my services remotely?
Since you work from home, what did you use for your address without using your home address for google my business?
I just used my home address
Another VERY helpful thing to possibly show for the quoting process is how you go in and FILTER all transactions for the last 3 months for each or all accounts at once for the quoting process. I have a few ways that I do it but am wondering how YOU do it so that I can see how others do it as well.
That’s a great idea!
Great video!
Glad you enjoyed it
1x(10/31/24)….done thank you excellent
If i purchase your course will I get your course update for free as you finish it?
Yes! I am updating videos weekly
@@BookkeepingExpert thanks Zach! I appreciate you brother.
So you use online not desktop?
Correct
@@BookkeepingExpert thank you
Love your content just starting watching a week ago and decided to do this appreciate the clarity and transparency